Can I set up the required documents for my Agents in SISU?

Setting up Document Categories and Types will enable your agents to know which documents are required when working on their transactions in SISU.

First, we need to set up a Document Category 

1. Locate the top menu bar and select Admin - team settings
2. In the menu on the left, click Document Categories.
3. Document categories are like "folders" that you can put document types in. (Examples of document categories are "New Listing Docs" and "Under Contract Docs.")
4. In the Document Category Name field, enter the desired name of your new category.
   1. Example: New Listing Docs
5. Click Add. Now, you will see your new category appear below in the Document Categories section.

Next, we want to Set up a Document Type 

1. Since we are already in Team Settings.
2. Go to the menu on the left and click Document Types.
3. Your document types in Sisu represent the kinds of documents that agents will be uploading to transactions. (Examples of document types are "Listing Contract" and "Agreement of Sale.") 
4. From the Category drop-down, select the category to which your document type should be assigned. - New Listing Docs
5. In the Document Type Name field, enter the preferred name of your new document type.
   1. Listing Contract
6. Choose a Transaction Type.
7. In the Required drop-down, specify whether the document type is required.
8. Click Add. Your new type appears below in the Document Categories section.

Now we can look at the Document Categories and Types in the transactions- 

1.  Go to Transactions > and click on a transaction line to open it. 

1. In the menu on the left, click Documents. This opens the Documents screen.
2. Click the Category drop-down and select a category from the list. This makes the category's assigned document types appear under Required Documents, essentially showing agents which documents are required for the transaction.